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Results

A Look at Our Mid Cap Value Strategy

Funds
  • Mid Cap Value
Strategies
  • Mid Cap Value
Insights
  • Videos

Cash Flow: An Equalizing Force in Analysis

Insights
  • Portfolio Manager Perspectives

Climbing a Wall of Perfection

Insights
  • Water & Wells

Digging Deeper to Avoid Yield Traps

Insights
  • Portfolio Manager Perspectives

Digging Deeper With Each New High

Funds
  • Value
Insights
  • Videos

Finding a Spark in Utilities

Funds
  • Value Plus
Insights
  • Videos

Heartland Advisors ADV Brochure

Fund Materials
  • Regulatory Filings

Heartland Advisors ADV Brochure Supplements

Fund Materials
  • Regulatory Filings

Heartland Funds Annual Report

Fund Materials
  • Regulatory Filings

Heartland Funds Coverdell ESA Account Application

Forms & Applications
  • Coverdell Education Savings Accounts

Heartland Funds Coverdell Transfer/Rollover | Heartland Advisors

Forms & Applications
  • Coverdell Education Savings Accounts

Heartland Funds Distributions

Fund Materials
  • Distributions

Heartland Funds Form N-Q

Fund Materials
  • Regulatory Filings

Heartland Funds IRA Account Application

Forms & Applications
  • Individual Retirement Accounts

Heartland Funds IRA Account Distribution Form

Forms & Applications
  • Individual Retirement Accounts

Heartland Funds IRA Account Maintenance Form

Forms & Applications
  • Individual Retirement Accounts

Heartland Funds IRA Account Transfer/Rollover Form

Forms & Applications
  • Individual Retirement Accounts

Heartland Funds IRA Additional Investment Form

Forms & Applications
  • Individual Retirement Accounts

Heartland Funds Letter of Instructions Form

Forms & Applications
  • Regular Accounts

Heartland Funds Name Change Form

Forms & Applications
  • Regular Accounts
  • Individual Retirement Accounts
  • Coverdell Education Savings Accounts

Heartland Funds Redemption Request Form

Forms & Applications
  • Regular Accounts
  • Coverdell Education Savings Accounts

Heartland Funds Regular Account Application

Forms & Applications
  • Regular Accounts

Heartland Funds Regular Account Maintenance Form

Forms & Applications
  • Regular Accounts

Heartland Funds Semiannual Report

Fund Materials
  • Regulatory Filings

Heartland Funds Statutory Prospectus

Funds
  • Select Value
  • Mid Cap Value
  • Value Plus
  • Value
  • International Value
Fund Materials
  • Prospectuses
  • Regulatory Filings

Heartland International Value Fund 1Q18 Portfolio Manager Commentary

Funds
  • International Value
Fund Materials
  • Commentaries
Insights
  • Fund Commentaries

Heartland International Value Fund 1-Year Contribution Report

Funds
  • International Value
Fund Materials
  • Attribution & Contribution Reports

Heartland International Value Fund 1-Year Security-Level Attribution Report

Funds
  • International Value
Fund Materials
  • Attribution & Contribution Reports

Heartland International Value Fund 3Q17 Portfolio Manager Commentary

Funds
  • International Value
Fund Materials
  • Commentaries
Insights
  • Fund Commentaries

Heartland International Value Fund 4Q17 Portfolio Manager Commentary

Funds
  • International Value
Fund Materials
  • Commentaries
Insights
  • Fund Commentaries

Heartland International Value Fund Portfolio Holdings

Funds
  • International Value
Fund Materials
  • Portfolio Holdings

Heartland International Value Fund QTR Contribution Report

Funds
  • International Value
Fund Materials
  • Attribution & Contribution Reports

Heartland International Value Fund QTR Security-Level Attribution Report

Funds
  • International Value
Fund Materials
  • Attribution & Contribution Reports

Heartland International Value Fund Sector Attribution

Funds
  • International Value
Fund Materials
  • Attribution & Contribution Reports

Heartland Mid Cap Value Fund 1Q18 Portfolio Manager Commentary

Funds
  • Mid Cap Value
Fund Materials
  • Commentaries
Insights
  • Fund Commentaries

Heartland Mid Cap Value Fund 3Q17 Portfolio Manager Commentary

Funds
  • Mid Cap Value
Fund Materials
  • Commentaries
Insights
  • Fund Commentaries

Heartland Mid Cap Value Fund 4Q17 Portfolio Manager Commentary

Funds
  • Mid Cap Value
Fund Materials
  • Commentaries
Insights
  • Fund Commentaries

Heartland Mid Cap Value Fund Factsheet

Funds
  • Mid Cap Value
Fund Materials
  • Factsheets

Heartland Mid Cap Value Fund Portfolio Holdings

Funds
  • Mid Cap Value
Fund Materials
  • Portfolio Holdings

Heartland Mid Cap Value Fund QTR Contribution Report

Funds
  • Mid Cap Value
Fund Materials
  • Attribution & Contribution Reports

Heartland Mid Cap Value Fund QTR Security-Level Attribution Report

Funds
  • Mid Cap Value
Fund Materials
  • Attribution & Contribution Reports

Heartland Mid Cap Value Fund Sector Attribution

Funds
  • Mid Cap Value
Fund Materials
  • Attribution & Contribution Reports

Heartland Mid Cap Value Strategy 1Q18 Portfolio Manager Commentary

Strategies
  • Mid Cap Value
Strategy Materials
  • Commentaries
Insights
  • Strategy Commentaries

Heartland Mid Cap Value Strategy 1-Year Contribution Report

Strategies
  • Mid Cap Value
Strategy Materials
  • Attribution & Contribution Reports

Heartland Mid Cap Value Strategy 1-Year Security-Level Attribution Report

Strategies
  • Mid Cap Value
Strategy Materials
  • Attribution & Contribution Reports

Heartland Mid Cap Value Strategy 3Q17 Portfolio Manager Commentary

Strategies
  • Mid Cap Value
Strategy Materials
  • Commentaries
Insights
  • Strategy Commentaries

Heartland Mid Cap Value Strategy 4Q17 Portfolio Manager Commentary

Strategies
  • Mid Cap Value
Strategy Materials
  • Commentaries
Insights
  • Strategy Commentaries

Heartland Mid Cap Value Strategy Factsheet

Strategies
  • Mid Cap Value
Strategy Materials
  • Factsheets

Heartland Mid Cap Value Strategy QTR Contribution Report

Strategies
  • Mid Cap Value
Strategy Materials
  • Attribution & Contribution Reports

Heartland Mid Cap Value Strategy QTR Security-Level Attribution Report

Strategies
  • Mid Cap Value
Strategy Materials
  • Attribution & Contribution Reports

Heartland Mid Cap Value Strategy Representative Account Holdings

Strategies
  • Mid Cap Value
Strategy Materials
  • Holdings

Heartland Opportunistic Value Equity Strategy 1Q18 Portfolio Manager Commentary

Strategies
  • Opportunistic Value Equity
Strategy Materials
  • Commentaries
Insights
  • Strategy Commentaries

Heartland Opportunistic Value Equity Strategy 1-Year Contribution Report

Strategies
  • Opportunistic Value Equity
Strategy Materials
  • Attribution & Contribution Reports

Heartland Opportunistic Value Equity Strategy 1-Year Security-Level Attribution Report

Strategies
  • Opportunistic Value Equity
Strategy Materials
  • Attribution & Contribution Reports

Heartland Opportunistic Value Equity Strategy 3Q17 Portfolio Manager Commentary

Strategies
  • Opportunistic Value Equity
Strategy Materials
  • Commentaries
Insights
  • Strategy Commentaries

Heartland Opportunistic Value Equity Strategy 4Q17 Portfolio Manager Commentary

Strategies
  • Opportunistic Value Equity
Strategy Materials
  • Commentaries
Insights
  • Strategy Commentaries

Heartland Opportunistic Value Equity Strategy Factsheet

Strategies
  • Opportunistic Value Equity
Strategy Materials
  • Factsheets

Heartland Opportunistic Value Equity Strategy QTR Contribution Report

Strategies
  • Opportunistic Value Equity
Strategy Materials
  • Attribution & Contribution Reports

Heartland Opportunistic Value Equity Strategy QTR Security-Level Attribution Report

Strategies
  • Opportunistic Value Equity
Strategy Materials
  • Attribution & Contribution Reports

Heartland Opportunistic Value Equity Strategy Representative Account Holdings

Strategies
  • Opportunistic Value Equity
Strategy Materials
  • Holdings

Heartland Select Value Fund 1Q18 Portfolio Manager Commentary

Funds
  • Select Value
Fund Materials
  • Commentaries
Insights
  • Fund Commentaries

Heartland Select Value Fund 1-Year Contribution Report

Funds
  • Select Value
Fund Materials
  • Attribution & Contribution Reports

Heartland Select Value Fund 1-Year Security-Level Attribution Report

Funds
  • Select Value
Fund Materials
  • Attribution & Contribution Reports

Heartland Select Value Fund 3Q17 Portfolio Manager Commentary

Funds
  • Select Value
Fund Materials
  • Commentaries
Insights
  • Fund Commentaries

Heartland Select Value Fund 4Q17 Portfolio Manager Commentary

Funds
  • Select Value
Fund Materials
  • Commentaries
Insights
  • Fund Commentaries

Heartland Select Value Fund Factsheet

Funds
  • Select Value
Fund Materials
  • Factsheets

Heartland Select Value Fund Portfolio Holdings

Funds
  • Select Value
Fund Materials
  • Portfolio Holdings

Heartland Select Value Fund QTR Contribution Report

Funds
  • Select Value
Fund Materials
  • Attribution & Contribution Reports

Heartland Select Value Fund QTR Security-Level Attribution Report

Funds
  • Select Value
Fund Materials
  • Attribution & Contribution Reports

Heartland Select Value Fund Sector Attribution

Funds
  • Select Value
Fund Materials
  • Attribution & Contribution Reports

Heartland Small Cap Value Plus Strategy 1Q18 Portfolio Manager Commentary

Strategies
  • Small Cap Value Plus
Strategy Materials
  • Commentaries
Insights
  • Strategy Commentaries

Heartland Small Cap Value Plus Strategy 1-Year Contribution Report

Strategies
  • Small Cap Value Plus
Strategy Materials
  • Attribution & Contribution Reports

Heartland Small Cap Value Plus Strategy 1-Year Security-Level Attribution Report

Strategies
  • Small Cap Value Plus
Strategy Materials
  • Attribution & Contribution Reports

Heartland Small Cap Value Plus Strategy 3Q17 Portfolio Manager Commentary

Strategies
  • Small Cap Value Plus
Strategy Materials
  • Commentaries
Insights
  • Strategy Commentaries

Heartland Small Cap Value Plus Strategy 4Q17 Portfolio Manager Commentary

Strategies
  • Small Cap Value Plus
Strategy Materials
  • Commentaries
Insights
  • Strategy Commentaries

Heartland Small Cap Value Plus Strategy Factsheet

Strategies
  • Small Cap Value Plus
Strategy Materials
  • Factsheets

Heartland Small Cap Value Plus Strategy QTR Contribution Report

Strategies
  • Small Cap Value Plus
Strategy Materials
  • Attribution & Contribution Reports

Heartland Small Cap Value Plus Strategy QTR Security-Level Attribution Report

Strategies
  • Small Cap Value Plus
Strategy Materials
  • Attribution & Contribution Reports

Heartland Small Cap Value Plus Strategy Representative Account Holdings

Strategies
  • Small Cap Value Plus
Strategy Materials
  • Holdings

Heartland Small Cap Value Strategy 1Q18 Portfolio Manager Commentary

Strategies
  • Small Cap Value
Strategy Materials
  • Commentaries
Insights
  • Strategy Commentaries

Heartland Small Cap Value Strategy 1-Year Contribution Report

Strategies
  • Small Cap Value
Strategy Materials
  • Attribution & Contribution Reports

Heartland Small Cap Value Strategy 1-Year Security-Level Attribution Report

Strategies
  • Small Cap Value
Strategy Materials
  • Attribution & Contribution Reports

Heartland Small Cap Value Strategy 3Q17 Portfolio Manager Commentary

Strategies
  • Small Cap Value
Strategy Materials
  • Commentaries
Insights
  • Strategy Commentaries

Heartland Small Cap Value Strategy 4Q17 Portfolio Manager Commentary

Strategies
  • Small Cap Value
Strategy Materials
  • Commentaries
Insights
  • Strategy Commentaries

Heartland Small Cap Value Strategy Factsheet

Strategies
  • Small Cap Value
Strategy Materials
  • Factsheets

Heartland Small Cap Value Strategy QTR Contribution Report

Strategies
  • Small Cap Value
Strategy Materials
  • Attribution & Contribution Reports

Heartland Small Cap Value Strategy QTR Security-Level Attribution Report

Strategies
  • Small Cap Value
Strategy Materials
  • Attribution & Contribution Reports

Heartland Small Cap Value Strategy Representative Account Holdings

Strategies
  • Small Cap Value
Strategy Materials
  • Holdings

Heartland Value Fund 1Q18 Portfolio Manager Commentary

Funds
  • Value
Fund Materials
  • Commentaries
Insights
  • Fund Commentaries

Heartland Value Fund 1-Year Contribution Report

Funds
  • Value
Fund Materials
  • Attribution & Contribution Reports

Heartland Value Fund 1-Year Security-Level Attribution Report

Funds
  • Value
Fund Materials
  • Attribution & Contribution Reports

Heartland Value Fund 3Q17 Portfolio Manager Commentary

Funds
  • Value
Fund Materials
  • Commentaries
Insights
  • Fund Commentaries

Heartland Value Fund 4Q17 Portfolio Manager Commentary

Funds
  • Value
Fund Materials
  • Commentaries
Insights
  • Fund Commentaries

Heartland Value Fund Factsheet

Funds
  • Value
Fund Materials
  • Factsheets

Heartland Value Fund Portfolio Holdings

Funds
  • Value
Fund Materials
  • Portfolio Holdings

Heartland Value Fund QTR Contribution Report

Funds
  • Value
Fund Materials
  • Attribution & Contribution Reports

Heartland Value Fund QTR Security-Level Attribution Report

Funds
  • Value
Fund Materials
  • Attribution & Contribution Reports

Heartland Value Fund Sector Attribution

Funds
  • Value
Fund Materials
  • Attribution & Contribution Reports

Heartland Value Plus Fund 1Q18 Portfolio Manager Commentary

Funds
  • Value Plus
Fund Materials
  • Commentaries
Insights
  • Fund Commentaries

Heartland Value Plus Fund 1-Year Contribution Report

Funds
  • Value Plus
Fund Materials
  • Attribution & Contribution Reports

Heartland Value Plus Fund 1-Year Security-Level Attribution Report

Funds
  • Value Plus
Fund Materials
  • Attribution & Contribution Reports

Heartland Value Plus Fund 3Q17 Portfolio Manager Commentary

Funds
  • Value Plus
Fund Materials
  • Commentaries
Insights
  • Fund Commentaries

Heartland Value Plus Fund 4Q17 Portfolio Manager Commentary

Funds
  • Value Plus
Fund Materials
  • Commentaries
Insights
  • Fund Commentaries

Heartland Value Plus Fund Factsheet

Funds
  • Value Plus
Fund Materials
  • Factsheets

Heartland Value Plus Fund Portfolio Holdings

Funds
  • Value Plus
Fund Materials
  • Portfolio Holdings

Heartland Value Plus Fund QTR Contribution Report

Funds
  • Value Plus
Fund Materials
  • Attribution & Contribution Reports

Heartland Value Plus Fund QTR Security-Level Attribution Report

Funds
  • Value Plus
Fund Materials
  • Attribution & Contribution Reports

Heartland Value Plus Fund Sector Attribution

Funds
  • Value Plus
Fund Materials
  • Attribution & Contribution Reports

How Do We Know When a Stock is Truly Cheap?

Insights
  • Portfolio Manager Perspectives

How Micro-Caps Add Value to a Small-Cap Value Strategy

Funds
  • Value
Insights
  • Portfolio Manager Perspectives

Normal is Dead, Long Live Normal!

Insights
  • Water & Wells

Not All Growth is Created Equal

Funds
  • Value Plus
Insights
  • Videos

Oops! Did They Do it Again?

Insights
  • Water & Wells

Tripped up by a Low Hurdle

Insights
  • Water & Wells

Value—it’s the Real Thing

Insights
  • Water & Wells

When the Unicorn Eats Your Earnings

Insights
  • Water & Wells

Why Catalysts and Context Matter

Insights
  • Portfolio Manager Perspectives

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©2018 Heartland Advisors | 789 N. Water Street, Suite 500, Milwaukee, WI 53202 | Business Office: 414-347-7777 | Financial Professionals: 888-505-5180 | Individual Investors: 800-432-7856

Past performance does not guarantee future results.

Heartland’s investing glossary provides definitions for several terms used on this page.

Separately managed accounts and related investment advisory services are provided by Heartland Advisors, Inc., a federally registered investment advisor. ALPS Distributors, Inc., is not affiliated with Heartland Advisors, Inc.

The Heartland Funds are distributed by ALPS Distributors, Inc.

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